Case Study, Stage 1: Process Analysis
Before you begin this assignment, be sure you have read the
“Family Clinic Case Study” and your Week 1 and Week 2readings, which
discuss Electronic Health Record (EHR) functionality and Process Workflow
Analysis and Mapping.
Purpose of this Assignment
This assignment gives you the opportunity to apply your
analysis skills to model a health care business process in an ambulatory
setting. Modeling the process as it
exists (and as it will exist) will aid in the analysis, selection and
implementation of the EHR system for the medical practice. In this assignment,
you will develop 2 process maps (AS-IS and TO-BE) for the patient visit
clinical process workflow. This assignment addresses the following course
outcome to enable you to:
Evaluate the organizational environment in the health care
industry to recognize how technology solutions enable strategic outcomes.
Analyze the flow of data and information among disparate
health information systems to support internal and external business processes.
Family Clinic Medical Practice
In order to apply technology to a process, the process must
be thoroughly understood and models are used for this purpose. The model also supports business process
analysis and redesign when the process is deemed to be inefficient or
ineffective. In addition, models are
used to design the “TO-BE” process that describes the desired end state after
the technology solution is developed.
In analyzing and improving clinical processes, one should
consider the following questions:
· Are
administrative processes organized, efficient, and well documented?
· Are clinical
workflows efficient, clearly mapped out, and understood by all staff?
· Are data
collection and reporting processes well established and documented?
For your Stage 1 Project for the Case Study, you will
develop model of the patient visit process used at the Family Clinic. You will create a model of that processwhich
defines in detail the steps in the process as they are done today.Then,you will
create a modelof the proposed new process,as it will be performed after an EHR
system (IT solution) is implemented.
Assignment
For this assignment you will:
1. List at least
three objectives or goals that Dr. Martin has, and briefly explain how an EHR
system can help him with each objective.
Note that a minimum of 4 objectives or goals are needed to earn the full
points.
2. Next you will
model the patient visit process as it is currently performed at the Family
Clinic; this is the AS-IS Process. Draw
a process model to show the major steps in the patient’s visit to the
Family Clinic from the time they arrive until they leave. This patient is a returning patient, will
receive a prescription based on earlier blood test results sent from the
laboratory, and his insurance company will be billed for the visit. You must refer to the AS-IS process as
described in the case, cover all the current steps and be careful not to
oversimplify. The objective here is to
correctly map the current state of the process, so the improvements offered by
the TO-BE process (Item 3 below) are clear.
“Patient enters –> gets prescription –> leaves office
(insurance company is billed)” is not a reflection of the current state.
3. Then you will
model the way that you expect the new patient visit process to function after a
technology solution (EHR System) is implemented and the process is improved;
this is the TO-BE Process. NOTE: We are
NOT specifying the specific technology in the TO-BE Process. Identifying the specific technology will be
part of a later stage assignment.
As you develop your models, review the Week 2 readings on
processes, process analysis and process modeling. You will use flowchart symbols to
indicateprocess steps, decision points, etc.
The flowchart symbols to be used and examples of how to use them to
illustrate the work flow can be found in the “Flowchart”
lecture. You may use Microsoft Word,
Excelor Power Point to develop your process models. If you use another product, it is your
responsibility to ensure it can be read using the Microsoft Office products.
Tools for Creating the Models
The following are two URL’s that have a more detailed
description of Flow Charting and its
uses:http://www.hci.com.au/hcisite2/toolkit/flowchar.htm
http://asq.org/learn-about-quality/process-analysis-tools/overview/flowchart.html
To create a flow chart in Word 2007 and 2010: http://www.youtube.com/watch?v=RkN0dekcsmw
To create a flow chart or process map in Excel: http://www.youtube.com/watch?v=9_R73RVfHl0
To create a flow chart in PowerPoint: http://www.youtube.com/watch?v=s8erOL-3Bho
Submit your Stage 1paper via your Assignment Folder Stage
1as an attached document (or documents)with your last name included in the
filename(s) (LASTNAME_Stage1).
Note: Your models
will be evaluated on whether they are applicable to the patient visit process,
all major steps in the AS-IS and TO-BE processes are included and correctly
modeled, and they are appropriate to the Family Clinic. Your overall paper
will be evaluated on whether or not you correctly incorporated the course
concepts from the readings and addressed all parts of the assignment. If you use external resources, be sure to
cite and reference them correctly in APA format. Use the Rubric below to be sure you have covered
all aspects.
GRADING RUBRIC:
Criteria
90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible Points
Identification and
Explanation of Objectives
9-10 Points
At least four appropriate objectives or goals are
identified, and how an EHR system would help each is fully explained;
explanations demonstrate understanding of course concepts, sophisticated
analysis and critical thinking.
8 Points
Three or more objectives or goals are identified and clear
explanationsare given as to how each will be improved with an EHR system;
explanations demonstrate understanding of course concepts, analysis and
critical thinking.
7 Points
Three or more objectives or goals are identified and
adequately explained as to how an EHR system will help with each; demonstrates
some understanding of course concepts, analysis, and/or critical thinking.
6 Points
Fewer than three objectives may be presented; and/or they
may not apply to the case study; and/or explanations may be lacking in
demonstration of understanding of course concepts, analysis, and/or critical
thinking.
0-5 Points
Too few or no objectives are identified and/or explanations
are not provided.
10
Model Complete-ness
27-30 Points
Both the as-is and to-be models present all of the steps in
the process in detail.
24-26 Points
The as-is and to-be models present most of the steps in the
process and provide some detail.
21-23 Points
The as-is and to-be models present the major steps.
18-20 Points
The as-is and to-be models are incomplete or inadequate to
demonstrate a complete process.
0-17 Points
Only one model presented or very few process steps are
included.
30
Organization of Steps
27-30 Points
Steps in the process are organized in a logical flow with
the steps clearly labeled and demonstrate analysis and critical thinking.
24-26 Points
Steps in the process are organized in a logical and well
organized flow with the steps labeled.
21-23 Points
Steps in the process are organized in a logical flow with
steps labeled.
18-20 Points
Steps may not be organized in a logical flow or may be lacking
in demonstration of analysis, and/or critical thinking.
0-17 Points
Process steps are not organized at all, or only one model is
presented.
30
Model Presentation
18-20 Points
Models are very professionally presented; use a logical and
easily understandable structure, and spelling is correct.
16-17 Points
Models are professionally presented; use a logical
structure, and spelling is correct.
14-15 Points
Models are presented well; use a logical structure, and
spelling is correct.
12-13 Points
Models are not professionally presented, and/or contain
several spelling errors.
0-11 Points
Models are extremely poorly presented and do not convey the
information or only one model is presented.
20
Report Format
9-10 Points
Report is very well organized and is easy to read. Very few
or no errors demonstrate correct sentence structure, grammar, and spelling;
written in third person and presented in a professional format; any references
used are properly cited and listed in APA style.
8 Points
Report reflects effective organization; may have a few
errors in sentence structure, grammar, and spelling; written in third person
and presented in a professional format; any references used are properly cited
and listed in APA style.
7 Points
Report is organized and may have some errors in sentence
structure, grammar and spelling. Report is written in third person; any
references used are properly cited and listed in APA style.
6 Points
Report is not well organized, and/or contains several
grammar and/or spelling errors; and/or report is not written in third person;
and/or any references used are not properly cited and listed in APA style.
0-5 Points
Report is extremely poorly written; and/or contains many
grammar and/or spelling errors; and/or does not convey the information
10
